Our People

Our Advisors

About Wingate Wealth Advisors

Jeffrey White

Jeffrey H. White CFP^®

Financial Advisor, Principal

Carol Khouri

Carol Khouri CFP^®, CDFA™, CeFT^®

Financial Advisor, Principal

Matt Lasker

Matthew A. Lasker CFP^®

Financial Advisor, Principal

Peter Frailey

Peter Frailey CFP^®

Financial Advisor

Debra McDonald

Debra McDonald CFP^®

Financial Advisor

Teo Ferreira

Teo Ferreira CFP^®

Financial Advisor

Elizabeth Gustin

Elizabeth W. Gustin CFP^®

Director of Financial Planning

Our Staff

Mark Greco

Mark F. Greco

Chief Executive Officer

Joseph Evangelista

Joseph Evangelista

Director of Investment Research and Trading

Craig Bergstorm

Craig Bergstrom

Director of Operations

Susan Hannah

Susan Hanna CeFT®

Client Relationship Administrator

Gail Kenny

Gail Kenny

Client Relationship Administrator

Carol Neal

Carol Neal

Receptionist

Carol Newman

Carol Newman

Compliance Specialist

Brenda Powers

Brenda Powers

Receptionist

Jennifer Roberts

Jennifer Roberts

Marketing Manager

Kara Sullivan

Kara Sullivan

Corporate Accountant

Sue Wilkinson

Sue Wilkinson

Office Manager

Laura Wilson

Laura Wilson

Financial Planning Coordinator

Deirdre May

Deirdre Zaccagnini

Client Relationship Administrator

Richard Hayes

Richard S. Hayes

Member, Board of Managers

Arthur von der Liden

Arthur F. von der Linden, Jr.

Member, Board of Managers